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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4076
Kooman & Associates
Pennsylvania
$223K -$1.05K -3 -0.5%
CW
4077
Code Waechter
Florida
$222K -$6.27K -18 -3%
CI
4078
Carroll Investors
South Carolina
$222K – – –
TFG
4079
Taylor Financial Group
Virginia
$222K – – –
CC
4080
Commons Capital
Massachusetts
$222K +$349 +1 +0.2%
HCP
4081
Hardin Capital Partners
South Carolina
$222K -$33.5K -96 -13%
KCM
4082
Kendall Capital Management
Maryland
$222K +$12.9K +37 +6%
BW
4083
Balance Wealth
Ohio
$222K +$15.3K +44 +8%
DJYG
4084
David J. Yvars Group
Florida
$222K – – –
SC
4085
Schubert & Co
Texas
$221K +$217K +623 New
AWM
4086
Adams Wealth Management
Utah
$220K – – –
CI
4087
CacheTech Inc
Utah
$220K – – –
OWA
4088
ORBA Wealth Advisors
Illinois
$220K -$519K -1,488 -71%
DC
4089
Defender Capital
North Carolina
$220K – – –
SFC
4090
Summit Financial Consulting
Michigan
$220K – – –
VBFP
4091
Valtinson Bruner Financial Planning
Minnesota
$220K +$216K +620 New
WFAG
4092
Wescott Financial Advisory Group
Pennsylvania
$220K +$216K +620 New
SICM
4093
Sustainable Insight Capital Management
New York
$220K -$258K -739 -54%
BWA
4094
Brave Warrior Advisors
New York
$219K – – –
WFP
4095
Wrenne Financial Planning
Kentucky
$219K +$4.18K +12 +2%
PRS
4096
Pinkerton Retirement Specialists
Idaho
$219K +$215K +616 New
WAM
4097
Wilsey Asset Management
California
$218K +$2.79K +8 +1%
CFP
4098
Comprehensive Financial Planning
Pennsylvania
$217K – – –
SFO
4099
Standard Family Office
South Dakota
$217K – – –
LWM
4100
Latko Wealth Management
Illinois
$217K +$213K +611 New
162 163
164
165 166